Clear Perspective Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.25M | Buy |
|
|||||
|
2021
Q3 | $847K | Sell |
|
|||||
|
2021
Q2 | $953K | Buy |
|
|||||
|
2021
Q1 | $815K | Sell |
|
|||||
|
2020
Q4 | $780K | Buy |
|
|||||
|
2020
Q3 | $359 | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $276K | Sell |
|
|||||
|
2019
Q4 | $483K | Sell |
|
|||||
|
2019
Q3 | $792K | Buy |
|
|||||
|
2019
Q2 | $424K | Sell |
|
|||||
|
2019
Q1 | $443K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $113K | Sell |
|
|||||
|
2018
Q1 | $108K | Buy |
|
|||||
|
2017
Q4 | $34K | Buy |
|
|||||
|
2017
Q3 | $15K | Hold |
|
|||||
|
2017
Q2 | $14K | Hold |
|
|||||
|
2017
Q1 | $13K | Sell |
|
|||||
|
2016
Q4 | $33K | Buy |
|